FFO
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Fortitude Family Office’s Badger Meter BMI Stock Holding History

Fortitude Family Office’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.73K Buy
14
+10
+250% +$1.35K ﹤0.01% 2072
2026
Q2 		$594 Sell
4
-3
-43% -$393 ﹤0.01% 1937
2026
Q1 		$1.07K Buy
7
+5
+250% +$785 ﹤0.01% 1498
2025
Q4 		$349 Sell
2
-3
-60% -$540 ﹤0.01% 1793
2025
Q3 		$893 Sell
5
-1
-17% -$197 ﹤0.01% 1592
2025
Q2 		$1.47K Buy
+6
New +$1.36K ﹤0.01% 1340

Other funds holding BMI

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's BMI Position: Q3 2026 in Review

Fortitude Family Office increased its Badger Meter (BMI) stake by 250% in Q3 2026, buying an estimated $1.35K and bringing the position to 14 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Fortitude Family Office first reported a position in BMI in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Fortitude Family Office held 14 shares of Badger Meter worth $1.73K as of Q3 2026.
  • Fortitude Family Office bought 10 Badger Meter shares in Q3 2026, an estimated $1.35K.
  • Badger Meter made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2072 holding.
  • Fortitude Family Office first reported a position in Badger Meter in Q2 2025 and has held it in 6 quarters since.
  • 33 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.